Request a Card for a New Employee

Unit Director sends an email to Joanie Aitken in the Business Office, and copies the employee’s supervisor, that includes:

• Employee’s name
• Employee’s email address
• Employee ID
• Default project
• If the card will require any “add-ons” such as Travel and/or Meals

Standard limits are $2,500 per transaction/$5,000 per day/$25,000 monthly.

Once request is reviewed and additional information or clarification is obtained (if necessary), the Business Office staff will contact the employee to set up a time to meet and complete the purchase card request, which includes setting up a date to attend a training session.

After the Business Office works with the employee to request the card the supervisor will receive a notification for them to approve the request.  The request will not be submitted until this approval is processed.

Employee will receive their card at the training session.